Enable Registration Types

Nimble AMS allows staff to customize the registration process for users based on the type of registration they are submitting (e.g. attendee, exhibitor, speaker, sponsor, etc.). Each registration type can be offered different sessions and questions in the registration process. There is no limit to the number of registration types, and once they are configured, they can be used for any event. To configure registrations types, staff should complete all of the following steps. Additional registration types can be added at any time by repeating these steps.

To control the order in which the Registration Types appear in Community Hub, all Registration Type picklists noted below need to be ordered identically; if they are not, the values will remain in the original order the Cart Item and Registration picklists were in on creation.

1. Set Up Registration Types picklist on the Cart Item Object
   1. From Setup, click Create | Objects.
   2. In the Custom Objects list, click Cart Item.
      
   3. In the Custom Fields & Relationships list, click Registration Types.
   4. In the Picklist Values list, click New.

   5. In the Text Space, enter the registration type name (e.g. Exhibitor, Press, Speaker, Sponsor, etc.). Multiple entries can be made by inserting a hard return after each type.

   6. In the list below, under the "Record Type Name" column, select "Registration".
   7. Click Save.
2. Set Up Badge Class picklist on the Event Badge Object
   
   1. From Setup, click Create | Objects.
   2. In the Custom Objects list, click Event Badge.
      
   3. In the Custom Fields & Relationships list, click Badge Class.
   4. In the Picklist Values list, click New.
   5. In the Text Space, enter the registration type name (e.g. Exhibitor, Press, Speaker, Sponsor, etc.). Multiple entries can be made by inserting a hard return after each type. 
   6. Click Save.
   7. In the Picklist Options section, next to the Controlling Field, click Change.
   8. In the Field Dependency table, under the Registrant column, select all options but "Guest" and click Include Values.
   9. Click Save.
3. Set Up Registration Types picklist on the Event Question Object
   1. From Setup, click Create | Objects.
   2. In the Custom Objects list, click Event Question.
      
   3. In the Custom Fields & Relationships list, click Registration Types.
   4. In the Picklist Values list, click New.
   5. In the Text Space, enter the registration type name (e.g. Exhibitor, Press, Speaker, Sponsor, etc.). Multiple entries can be made by inserting a hard return after each type. 
   6. Click Save.
4. Set Up Registration Types picklist on the Registration Object
   1. From Setup, click Create | Objects.
   2. In the Custom Objects list, click Registration.
      
   3. In the Custom Fields & Relationships list, click Registration Types.
   4. In the Picklist Values list, click New.
   5. In the Text Space, enter the registration type name (e.g. Exhibitor, Press, Speaker, Sponsor, etc.). Multiple entries can be made by inserting a hard return after each type. 
   6. Click Save.
5. Set Up Registration Types picklist on the Passcode Object
   
   1. From Setup, click Create | Objects.
   2. In the Custom Objects list, click Passcode.
      
   3. In the Custom Fields & Relationships list, click Registration Types.
   4. In the Picklist Values list, click New.
   5. In the Text Space, enter the registration type name (e.g. Exhibitor, Press, Speaker, Sponsor, etc.). Multiple entries can be made by inserting a hard return after each type. 
   6. Click Save.
6. Set Up Registration Types picklist on the Product Object
   1. From Setup, click Create | Objects.
   2. In the Custom Objects list, click Product.
      
   3. In the Custom Fields & Relationships list, click Registration Types.
   4. In the Picklist Values list, click New.
   5. In the Text Space, enter the registration type name (e.g. Exhibitor, Press, Speaker, Sponsor, etc.). Multiple entries can be made by inserting a hard return after each type. 
   6. In the list below, under the "Record Type Name" column, select "Cancellation Fee" and "Registration".
   7. Click Save.